TWA
CGO

TCI Wealth Advisors’s Calamos Global Total Return Fund CGO Stock Holding History

TCI Wealth Advisors’s Portfolio CGO Stock Details CGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,176
Closed -$16K – 889
2013
Q4 		$16K Buy
+1,176
New +$16.2K 0.01% 354

Other funds holding CGO

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

TCI Wealth Advisors's CGO Position: Q1 2014 in Review

TCI Wealth Advisors sold out of Calamos Global Total Return Fund (CGO) in Q1 2014, closing a stake of 1,176 shares — an estimated $16K sold.

TCI Wealth Advisors first reported a position in CGO in Q4 2013 and held it in 1 quarter. The position peaked at $16K in Q4 2013. 22 funds tracked by Wall St. Rank hold CGO as of Q1 2014.

  • TCI Wealth Advisors reported no remaining Calamos Global Total Return Fund position as of Q1 2014 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,176 Calamos Global Total Return Fund shares in Q1 2014, an estimated $16K.
  • TCI Wealth Advisors first reported a position in Calamos Global Total Return Fund in Q4 2013 and held it in 1 quarter.
  • TCI Wealth Advisors's Calamos Global Total Return Fund position peaked at $16K in Q4 2013.
  • 22 funds tracked by Wall St. Rank held Calamos Global Total Return Fund as of Q1 2014.

Based on TCI Wealth Advisors's 13F filing for Q1 2014, filed 15 May 2014.